Five ways to help clients avoid trust and estate disputes

Here are the top five questions IFAs have about helping their clients avoid trust and estate disputes, along with some advice on how to navigate them. 1. What can I advise clients to do to prevent estate disputes and minimise conflicts among beneficiaries? One of the best ways to prevent estate disputes is for the person writing the will (the testator) to share their testamentary wishes with their beneficiaries during their lifetime so that these don't come as a shock and prepare a letter of wishes - or, indeed, film a video – explaining their reasoning behind their will, which can be ...